Louis Balogh, financial advisor Havelock NC
96 score

Louis Balogh

CRD Number: 1457139
Current Firm: Edward Jones

Louis Balogh (CRD# 1457139) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 30 years of experience in the finance industry. Louis Balogh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward D. Jones & Company, LP Havelock, NC Mar 1999 - Current 17
Rip Financial Cary, NC Dec 1989 - Current 27
Louis J. Balogh & Assoc Havelock, NC Feb 1982 - Current 34
Integon Life Corp Winston Salem, NC Aug 1977 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Louis J. Balogh
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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